Actions and Filters 18

Drill-through Action

Click on Dashboard, Select Actions, Click Add Action, Select 'Change Parameter', Name 'Drill-through',  Deselect ALL BUT '# of Applicants vs YoY', Select 'Menu', Target Parameter Select 'Empty Parameter', Field select 'Region & State' Click OK, OK

See gif




General Filter Action

Click Dashboard, Select Actions, Add Actions select Filter, Name 'General Filter',

On Source Sheet Deselect ALL BUT 

Run Action on:  Select

On Target Sheets Uncheck ONLY Reset   Click OK, OK

See gif




Year of Date Filter

1. Click Drop Down Arrow.                                              2. Hover on Apply to Worksheets.              3. Select 'Selected Worksheets'. 

4. Dialog box opens Select ALL BUT Reset.           5. Click OK




Reset Button Action

1. Click on Dashboard and Select Actions,                   2. Click on Add Actions and Select Filter,                   3. Name 'Reset', 

4. On Source sheets : Deselect ALL BUT Reset,       5.  On Target  Sheets: Uncheck ONLY Reset

6. Run Action on - 'Select',                                                      7.  Selected Fields

8. Click Add Filter,     9. Click Dropdown arrow to choose field  and 10. Click Ok (follow this steps for each of these fields 8-10)

(Year, Program, Applicants, Household Income, Months Waiting, Year of Date, Region & State, Units Available, Year)

11. Click OK,OK





Action Filters: https://www.youtube.com/watch?v=BnYCwgX7hZQ